Upland Capital Management provides investment management to individuals, pensions, trusts, estates, charitable organizations, and corporations. Upland Capital focuses on the preservation and enhancement of investment assets through objective and continuous management. Upland Capital follows a disciplined approach to investment management with a focus on absolute returns. The firm assists clients in developing an investment policy statement, which clarifies their objectives, resources, and other important portfolio parameters.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |